See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,808 | $109,881+81.8% | $150,045+33.2% | $84,808+135.6% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,999 | $3,561-15.8% | $4,693-36.1% | $2,631+14.0% |
| Participant deferral / active EE | $7,127 | $6,636+7.4% | $7,997-10.9% | $4,212+69.2% |
| Admin fee / account holder | $6,394 | $8,568-25.4% | $13,435-52.4% | $7,344-12.9% |